Intermediate Package

Key Features:

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1. Email Management: Efficient handling of your inbox, sorting, responding to essential emails, and organizing messages for your convenience.

2. Calendar Coordination: Scheduling appointments, setting reminders, and managing your calendar to ensure you stay organized and on top of your commitments.

3. Voicemail/Calling Management: Returning client calls promptly with a high degree of professionalism and sensitivity, handling intake calls, answer all incoming calls and handle ongoing scheduling requests.

4. Research Assistance: Conducting basic research on specified topics, providing you with relevant information to support your decision-making process.

5. Billing/Coding: Creating invoices and sending billing information to clients, communicate with insurance companies and run claims, send gentle reminders to clients for due payments and processing co-pays, and be able to explain to clients the coverage of their health benefits.

6. Basic Administrative Support: Performing general administrative tasks, such as proofing and editing, transcribing handwritten or audio notes, writing correspondence and creating forms, manage spreadsheets to track payroll, and ordering supplies.

7. EMR Management: Update client demographics and use certain EMR systems to schedule, send claims, and collect co-pays. EMR systems used - TherapyNotes, InSync, Simple Practice, but virtual assistants can be taught to use a new system.

8. Social Media Management: Offer social media marketing services like content creation, social media outreach, media planning, social media posting, and other skills that are very useful even to other businesses.

 

This package is ideal for individuals  who are ready to use a virtual assistant to their advantage to help their business grow. Let us handle the time-consuming tasks, so you can focus on what truly matters. Upgrade your efficiency with our Intermediate Virtual Assistant Package today!